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This article applies to:

  • Product: Case Notebook
  • Subject: Documents

Summarize your transcripts (digests) in Case Notebook

You can create summaries of transcripts that you can share with your entire team. To create a transcript summary and a Transcript Summary Report, complete these steps:
  1. Open
     a transcript.
  2. Select
    File
    .
  3. Hover over
    New
    .
  4. Select
    Transcript Summary
    .
  5. Select the text you want to summarize.
  6. Type the subject in the Subject box.
  7. Select
    Transcript Summary Report
    .